News & Articles 2016-12-22T06:23:34+00:00

News & Articles

Richard M. Morgan and Loraine M. DiSalvo Named to Super Lawyers of Georgia 2016 List

Estate Planning Attorneys Morgan and DiSalvo, P.C. announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of Georgia 2016 List. No more than five percent of the lawyers in the state are selected to receive this honor. Super Lawyers, a Thomson Reuters business, is a rating service listing outstanding lawyers from more than 70 practice areas who have attained a high degree [...]

March 8th, 2016|

Morgan & DiSalvo, P.C. is Recognized Again by U.S. News & World Report and Best Lawyers.com as a 2016 Tier One Law Firm for “Trust and Estates Law” in Georgia

Morgan & DiSalvo, P.C. is extremely pleased to announce its inclusion in the 2016 “Best Law Firms” rankings from U.S. News & World Report and Best Lawyers.com. Morgan & DiSalvo was named a Tier One Law Firm, the highest level of recognition. To be eligible for a ranking, a firm must have a lawyer listed in The Best Lawyers in America, which recognizes the top 4 percent of practicing attorneys in the [...]

February 8th, 2016|

The Top Five Secret (and Abhorrent) Tricks to Winning a Guardianship and Conservatorship

The Georgia Code for Guardianship and Conservatorship became effective in July 2005. Since that date, attorneys who practice in this area have learned many tricks of the trade. I've studied the guardianship code, and I've even taught classes about the basics of guardianships and conservatorships. Yet, the best techniques to guarantee your client's success have very little to do with the code. Rather, these techniques take advantage of gaps in [...]

January 29th, 2016|

Having Those Hard Conversations During the Holidays

The holidays are a time when families gather together in celebration. Traditions are carried out and new ones are made. Stories are shared, memories created and relationships strengthened. However, these occasions may also reveal that time has passed and things have changed - and not for the better. The health, financial situation, and overall well-being of loved ones, particularly those who are aging, may be different than it was this [...]

December 21st, 2015|

In Celebration of National Adoption Awareness Month, We Focus on the Estate Planning Effects of Adoption

November is Adoption Awareness Month. In celebration, this issue of the Passionate Estate Planner will focus on adoption, and the estate planning effects adoptions can have. Two of our attorneys are adoptive parents, and adoption is a loving and beautiful way to build a family. However, while adoption legally creates new family ties, it also legally destroys old ones. The legal ties between family members create a host of rights [...]

November 20th, 2015|

Richard M. Morgan, Loraine M. DiSalvo and Diane Weinberg Recognized as 2015 Atlanta Five Star Financial Service Professionals

The estate planning attorneys at Morgan & DiSalvo, PC, announced today that Richard M. Morgan, Loraine M. DiSalvo and Diane Weinberg have been named as 2015 Five Star Financial Service Professionals by Atlanta magazine. Their selection is the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients Five [...]

September 17th, 2015|

Do You Need To Fully Fund Your Revocable Living Trust During Your Life? Separating Facts From Fiction (Updated September 2016)

This newsletter is the second part of a three part series on Revocable Living Trusts (RLTs). The first newsletter on this topic, which appeared in June 2015, was entitled, “Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction.” The first newsletter was designed to help explain how to decide whether a Will or a Revocable Living Trust should be the primary estate planning document. This [...]

September 10th, 2015|

Richard M. Morgan, Esq. listed in The Best Lawyers in America® 2016

The law firm of Morgan & DiSalvo, P.C. in Alpharetta, GA is delighted to announce that Richard M. Morgan was once again selected by his peers for inclusion in the Best Lawyers in America 2016. Best Lawyers is the oldest and most respected peer-review publication in the legal profession. A listing in Best Lawyers is widely regarded by both clients and legal professionals as a significant honor because it is [...]

August 18th, 2015|

Estate Planning Attorney Richard Morgan Participated in Wealth Matters Radio Show

Richard Morgan, Esq. of Morgan DiSalvo, PC participated in the Atlanta Business RadioX Wealth Matters: The Planning Stage of Estate Planning broadcast. In this episode of Wealth Matters, guests John Howard and Richard Morgan discuss how to anticipate and avoid issues during the “planning” stage of estate planning with hosts Adam Gaslowitz and Robert Post. To listen to the RadioX Wealth Matters podcast, Click Here.

July 21st, 2015|

Should I Use a Will or a Revocable Living Trust? Separating Facts From Fiction- (Updated September 2016)

You (or someone you know) may have heard that a Revocable Living Trust (often referred to simply as a “Living Trust”) is necessary for everyone. Revocable Living Trusts are often said to provide income tax or estate tax benefits, to ensure that one’s assets won’t be tied up in prolonged and expensive court probate proceedings after one’s death, or to protect one’s assets from one’s own creditors. Many people have [...]

June 30th, 2015|

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Morgan and DiSalvo, P.C. Achieves Highest Metro Tier 1 Ranking from U.S. News & World Report and Best Lawyers